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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
HDFC Income Fund
|
Moderate
|
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1.39 |
|||
Moderate
|
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1.03 |
||||
Moderately High
|
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1.46 |
||||
Moderate
|
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1.16 |
||||
Moderate
|
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1.65 |
₹869 Cr
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100
100
6
Investment Strategy
The scheme seeks to generate income / capital appreciation through investments in debt and money market instruments.
Suitability
"Medium to Long Duration debt funds invest mainly in bonds maturing in four to seven years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they may experience some degree of volatility in response to changes in interest rates.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By Value Research
HDFC Income Fund is mandated to invest in bonds such that the duration of the portfolio is between four to seven years.
Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Income Fund fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HDFC Income Fund is ₹56.2159 as of 15-Feb-2025.
The AUM of HDFC Income Fund Fund is ₹869 Cr as of 31-Jan-2025
The riskometer level of HDFC Income Fund is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.18 24/07/2037 |
20.11
|
GOI Sec 7.41 19/12/2036 |
12.03
|
GOI GOI Sec 7.54 23/05/2036 |
11.54
|
GOI Sec 7.23 15/04/2039 |
8.93
|
GOI Sec 6.79 07/10/2034 |
4.63
|
As of 31-Jan-2025, HDFC Income Fund had invested 94.13% in Debt, 5.42% in Cash & Cash Eq. and 0.45% in Real Estate See More
HDFC Income Fund is 24 years 5 months old. It has delivered 7.32% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
8.07%
|
5.68%
|
5.05%
|
5.81%
|
5.80%
|
7.32%
|
No, There is no lock in period in HDFC Income Fund.
The expense ratio of HDFC Income Fund is 1.39.